Unclaimed
Christopher Romesser is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since June 2011. Christopher is registered in Arizona, Florida, New York, South Dakota and Virginia. Christopher has passed the Series 63, Series 7 and SIE exams. Christopher's office is located at 43 JACKSON STREET in BATAVIA, NY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/16/2011 - Present
Equitable Advisors, LLC (BATAVIA NY)
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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